Associating Clinical Protocols with Accounts

An account is the institution from which you manage clinical trials. Typically, it is the facility where the investigators conduct the trials. You can track as accounts IRBs (institutional review boards), central laboratories, CROs (clinical research organizations), and other subcontractors. You can associate a clinical protocol with multiple accounts.

This task is a step in Process of Managing Clinical Trials.

To associate a clinical protocol with an account

1. Navigate to the Administration - Clinical screen, then the Protocol List view.

2. In the Protocol list, drill down on the protocol number field of the protocol that you want to associate with an account.

3. Navigate to the Accounts view.

4. In the Accounts list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account	Select the name of the account.
   Type	Select the type of account, such as IRB, CRO, or vendor. System administrators can configure the values that appear in the Type pick list.
   Central IRB	Select this field to indicate that all sites use a central institutional review board.
   Regional CRO	Select this field to indicate that a clinical research organization provides services to all sites in the clinical region.